Fixed Income

Fixed Income

Sunsuper: Fixed income to look different, post pandemic

Traditional fixed income sleeves will take an entirely different shape in the post-pandemic era, with the allocation of negative bond yields and cash investments hard to justify in portfolios according to Sunsuper head of asset allocation Andrew Fisher.

Tahn SharpeDecember 2, 2020

Fixed Income

Green bonds: part of super industry’s decarbonising tool set

AustralianSuper's Andrew Gray said the fund has not ruled out using green bonds as a tool to reach its ambitious target of net-zero carbon emissions for its entire investment portfolio by 2050.

Jessica SierNovember 30, 2020

Fixed Income

Post pandemic economy could be more challenging than markets expect

Low inflation will be one of the key characteristics of the challenging macro economic environment that lies ahead, due largely to the ageing population leading to weaker aggregate demand, PGIM Fixed Income's Nathan Sheets says.

Ben HurleyNovember 18, 2020

Fixed Income

Investors backing PE credit push in desperate yield hunt: Mehmet

Private equity is taking over the lending ranks from the banks, says Lonsec analyst Ron Mehmet. As volatility tapers off again, demand for alternative fixed income yield in Australia is making alternative avenues more and more attractive.

Tahn SharpeSeptember 30, 2020

Fixed Income

Relative value strategies in fixed income: PGIM’s Schiller on seeking catalysts

The investment team is using strategies in liquid fixed income markets to exploit valuation discrepancies between fixed income securities, like yield curve arbitrage, swap spread arbitrage, mortgage arbitrage, volatility arbitrage, and credit arbitrage.

Jessica SierSeptember 7, 2020

Fixed Income

The new defensive: Is there life after bonds?

Investors are facing some deeper thinking about defensive asset classes, portfolio diversification and income generation in light of the diminished attributes bonds now hold in light of unique circumstances financial markets are throwing up. Experts discuss the evolving environment and consider relevant defensive strategies.

Matthew SmithJuly 27, 2020

Fixed Income

Central bank ‘vapour pricing’ will lead to a further misallocation of resources

William Blair's Brian Singer is looking outside the US for opportunities as the recovery from the pandemic is going to take longer than what is priced in.

Sarah JonesMay 25, 2020

Fixed Income

Bonds irrelevant to the financial system and no longer defensive

Pendal Group’s Vimal Gor says said bonds will continue to play a defensive role in portfolios but at some point, they will be a “terrible asset” and no longer defensive.

Elizabeth FryMay 20, 2020

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